2026 Profitable Tax Planning System

A plug-and-play system to help you design, market and run confident pre-30 June conversations with your SME clients, deliver a consistent planning workflow, and create real advisory value (and fees) without reinventing the wheel.

Enrolments are now open for 2026.

A proven system to confidently roll out tax planning, boost profitability, and strengthen client relationships.

Assumes your technical tax knowledge. This is not tax law training - it’s implementation, marketing, workflow and client communication.

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Now in its 7th year, join nearly 400 small and solo practice owners who’ve used this system to build a confident, repeatable pre-30 June planning service - and come back year after year for updated resources and ongoing support.

If you’ve been meaning to “do more tax planning”… this is how you finally make it happen.

This is a self-paced implementation program to help you deliver a valuable and profitable pre-30 June planning service - even if capacity is tight this year.

Most members see ROI from just one plan - and the majority re-enrol each year for refreshed templates, fortnightly support, and a proven rollout process.

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Seeding or Starting Out

Launch a formal, efficient and profitable pre-30 June planning service for your SME clients
Start with the right foundations: workflow, scripts, templates and timing
Set your pricing with confidence (and explain it clearly to clients)
Introduce and market the service in a way that feels professional and natural
Build it right from day one - so it’s repeatable, scalable and calm
Shortcut years of trial and error with a proven rollout system

Recalibrating

Perfect if you’ve been “doing tax planning”, but it’s informal and under-priced
Separate planning from the annual accounts meeting - so it’s a distinct, valued service
Replace back-of-the-envelope chats with a structured, consistent process
Strengthen your workflow so you can charge appropriately and deliver with ease
Get the tools, templates and support to tighten, refine and improve results
Create momentum and start seeing the financial rewards of doing it properly

Growing and Scaling Up

Make planning part of your broader advisory suite - a natural extension of your client service
Use an efficient process that makes it easier to involve your team and build capacity
Gain the confidence to offer planning to more of your SME clients, consistently
Strengthen client relationships through proactive conversations - not reactive year-end chats
Grow and scale with purpose, aligned to your vision, your values and your lifestyle

You're running in circles...

⚪️ Buried by deadlines, client demands, and admin overload.

⚪️ You're overwhelmed and stretched thin.

⚪️ Your own remuneration and personal balance are often the first to suffer.

IT'S TIME TO MAKE A CHANGE

I’m passionate about practice owners offering a profitable and efficient pre–30 June planning service to their SME clients.

March was my favourite time of year.

In practice, March was when the magic happened - the last of the returns were being wrapped up, and my focus shifted to proactive planning and finishing the year strong.

I know what you’re thinking: “We’ve still got until 15 May, 5 June or 30 June… what’s the rush?”
And yes - technically, you do have that long.

But in a well-run practice, March is when you create the momentum. It’s when you move from reactive year-end conversations to proactive planning - because some opportunities simply aren’t available once 30 June has passed.

From 1 March, my attention shifted to:

helping clients put smart actions in place before year-end
building capacity and improving workflow inside the firm
preparing for a strong finish to the year and a smoother start to the next one

That’s why I created The Proactive Tax Planning System
to give small and solo practice owners the confidence and the process to deliver planning consistently - with a repeatable workflow you can build on, refine, and make your own over time.

WHY I OFFER THIS PROGRAM

In 2020, I’d sold my practice three years earlier - but once a year I’d come out of “accounting retirement” to do tax planning for my loyal clients.

Before I’d even prepared my marketing, one of those clients (Pete) called and said:
“I know you haven’t sent anything out yet, but can I book in my tax planning as soon as you can?”

That call was the lightbulb moment.

I realised I wasn’t just “doing tax planning” - I’d built a system that clients valued, paid for, and returned for year after year.

Some years they’d had a big year and needed proactive planning.
Other years were tougher - and what they needed most was a calm review, clear direction, and practical actions to correct course.

So I turned my approach into a program.

Then COVID hit before our first live call - and it reinforced the heart of this program: helping you have the right conversations with the right clients, whether they’re having a brilliant year or a challenging one.

Because tax planning isn’t only for clients with big profits and a “tax problem”. The numbers we crunch at the start are often the same - it’s the direction of the advice that changes. Some clients need proactive planning to optimise outcomes before 30 June. Others need a calm review, clarity, and practical actions to improve cashflow, profitability, and decision-making.

That’s why the program includes client-facing marketing and messaging designed to do the heavy lifting for you - so your SME clients feel seen, supported, and ready to say yes, no matter what boat they’re in.

The practice owners who joined in that first year have become just as loyal as my old accounting clients - and many continue to re-enrol year after year as they build momentum, confidence, and consistency in their firms.

Whether your clients have had a brilliant year or a challenging one, proactive planning is for everyone. You’ll learn how to guide high-performing clients through smart pre–30 June planning actions, and how to help clients under pressure identify practical opportunities to improve cashflow, profitability and decision-making - all while rolling out a confident, repeatable planning system in your firm.

Tax Planning for Success

Each module includes a short video that walks you through the purpose of that step, where it fits in the pre–30 June planning workflow, and exactly how to use the resources provided - so you can implement quickly and simply tailor everything to your practice.

"I’m thrilled to be able to offer tax planning services in a more formal way. Your marketing resources from the course are amazing, and we only need to make a few changes to suit my business."

This is like no other program you've experienced...

Clients describe the templates as clearer and more comprehensive than what they’ve had before - and some even prepay next year’s fees.
Program participants regularly re-enrol year after year because the program helps them build a standardised, repeatable service offering.
Ideal for newer and smaller firms - you can deliver a strong planning service without taking on expensive software subscriptions straight away.
A clear, step-by-step rollout that makes implementation feel easy and manageable, even in a busy practice.
Client-ready marketing materials that save time and help you communicate value immediately - so clients understand why this matters before 30 June.
More than resources - program participants consistently say they leave with confidence, stronger client conversations, and a practical pathway into advisory.

✅ Structured around five foundational pillars proven to create sustainable, profitable firms.

✅ Focus on meaningful KPIs, beyond your P&L to drive productivity, profitability and peace of mind.

✅ Delivered through actionable video lessons, worksheets and plug-and-play templates you can use right away.

✅ Designed for real-world practice owners, flexible enough for your busy schedule and evolving business.

LET'S BREAK IT DOWN

Here’s what you’ll implement inside...

CLIENT LOVE

I just want to thank you for your Tax Planning course Amanda. I had a meeting with a client this afternoon and he advised me that has had tax planning completed by his previous firm and found mine (your templates) to be clearer and more comprehensive. He also asked to prepay next years fees!

- Janette Ball, On-the-Ball Business Services

WHAT YOU GET INSIDE THE PROACTIVE TAX PLANNING SYSTEM

Client-Ready Templates, Messaging & Questionnaires

YOU WILL ALSO RECEIVE

Procedures, Admin & Accounting Checklists, Excel Workbook & Planning Report Templates

AND LAST BUT NOT LEAST, YOU’LL GET ACCESS TO

Meeting Agendas, Letter and Trust Distribution Minute Templates!

What's The Investment?

BUILT FOR BUSY PRACTICE OWNERS
SIMPLE ONE-OFF PRICE

$1,797

If capacity is tight this year, you don’t need a “bigger” solution to get started - you need a clear, repeatable process and client-ready resources that save time.

This program helps you deliver valuable plans to your SME clients now, while building the workflow, confidence and consistency to expand in future years.

Many members see ROI from just one plan.

Here’s what you’ll get:

7 step-by-step modules:
Engaging video lessons, written guides, and practical tools designed specifically for small and solo practice owners implementing a confident, repeatable tax planning service.

Ready-to-use resources (so you can implement quickly):
Save hours and deliver with confidence using:

Client-ready templates (so you’re not starting from scratch)
Client messaging + email copy to explain the value and get “yes” responses
Pre–30 June questionnaires to gather the right information fast
Scripts for booking, presenting, and handling fee conversations
Tax planning admin + practice checklists and procedures (the workflow, done for you)
Excel planning workbook + planning report templates
Meeting agendas + follow-up letter templates
Trust distribution minute templates
Bonus updates (refreshed each year)

Fortnightly live implementation calls (10 March – 2 June):
Ask questions, get feedback, and keep moving — with practical, real-time support as you roll this out in your firm.

Up to 10 CPD hours:
Earn CPD while you implement (certificate on completion).

Annual program model(fresh each year):Your access runs until 30 June 2026.
Most members re-enrol year after year for updated templates and seasonal support.

The common theme from past participants? Clarity, confidence, and a repeatable system that saves time and helps clients say “yes”.

JOIN NOW →

Hi, I'm Amanda.

I help small and solo practice owners roll out a proactive, repeatable tax planning service their SME clients value - and happily pay for.

If you’re stuck in the compliance hamster wheel and EOFY feels like a scramble every year, this is your sign: tax planning doesn’t have to be complicated to be profitable.

Inside this programme, you’ll learn how to systemise your approach so you can deliver tax plans confidently, save time with client-ready resources, and build a process you can repeat year after year.

I formalised my EOFY tax planning service back in 2013. I charged $1,500 + GST, and by 2017 it had grown to $1,750 + GST - at a time when my minimum annual compliance fee was around the same. That’s what happens when you package, price, and deliver tax planning properly.

Ready to make tax planning a smart, efficient part of your EOFY workflow? Join the program now.

WANT TO KNOW MORE?

Frequently Asked Questions

What is in the "How to Offer a Profitable Tax Planning Services to your SME Clients" Program and Resources?

Who is this program made for?

Who is this program NOT for?

Do I need tax planning software to use this?

I’m behind in compliance. Can I still do this?

What if my clients are having a tough year - is tax planning still relevant?

How is the content delivered?

How long do I have access?

How quickly can I implement this?

Are payment plans available?

Is this CPD eligible?

ARE YOU READY?

Ready to turn EOFY into your most profitable advisory season?

Step out of reactive compliance and into a clear, repeatable tax planning system - with client-ready resources that help you deliver confidently, increase profitability, and strengthen client relationships.

JOIN THE PROGRAM →

Hear What Others Have To Say...

Tax Planning is a game-changing resource that consistently delivers exceptional value to clients and cultivates a profound appreciation for your expertise. Amanda's masterfully designed course provides you with the essential systems, processes, and tools required to effectively market your services and encourage clients to take advantage of the opportunities you present.

Additionally, by attending the Tax Planning Zoom sessions, you'll have the opportunity to learn even more, exchange ideas, and collaborate with like-minded firm owners, further enhancing your practice. Don't miss out on this incredible opportunity to sharpen your skills and set your firm apart with Amanda's exceptional Tax Planning course.

– CLAYTON WOODS, Business Edge Advisory (2022 & 2023)

I started my accounting firm 18 months ago, and it is still quite small. I’m glad that I joined your tax planning course and the excel workbook you provided is going to be very helpful, and sufficient for the type of clients I serve. I don’t need to subscribe to any tax planning software. Being a very small firm right now it’s quite challenging to keep add-on subscription costs.

– NARUMOL REES, O's Accounting & Advisory (2022 & 2023)

I jumped in on Amanda's Tax Planning course and the course & content was amazing.

Everything you could think of was covered and documented in the course.
The ease with which you can tweak & transform it to your own process with your business branding makes it invaluable.

– KIM QUIGLEY, Connectt Total Business Solutions (2022 & 2025)

I did the tax planning course in 2021. This really was a game changer for my business - being able to roll out questionnaires to our clients in our branding and then prepare tax planning strategy with more tools was great.

The presentation of the pack for clients added the next level of professionalism.

– KIRSTEN FOWLER, KEF Accounting & Power2 Brisbane (2021, 2023, 2025)

Hi Amanda, I just want to thank you for your Tax Planning package. I had a meeting with a client this afternoon and he advised me that he has had tax planning completed by his previous firm and found mine (your templates) to be clearer and more comprehensive. He also asked to prepay next years fees!

– JANETTE BALL, On-the-Ball Business Services (2020, 2021, 2022)

Thank you for the course it was so good for me and I have learnt many new things.

– ANTIONETTE ROWCLIFF, Rowcliff Consulting (2025)

Amanda's Tax Planning Course has allowed me to achieve my goals of becoming a better accountant and trusted advisor to my clients. I've gained so much valuable knowledge and confidence from the course and its participants. Thanks Amanda for sharing your wealth of knowledge with us and creating such a supportive community. This has positively changed my life and my practice going forward.

– VY NGUYEN, Vylan Nguyen Tax & Accounting (2025)

A huge thank you for such an excellent course! It has been so valuable - from the workpapers to the calls and everything in between! It was structured really well and was exactly what I needed for my first year as a sole practitioner!

– JENNY THEODORE, Eire Consulting (2025)

I'm returning to do the Tax Planning course again this year. The reason why is that it really gives you the tools to build a standardised product offering.

– JACK DIXON, Back Beach Accounting (2022 & 2023)

The tax planning course was exactly what I needed to confidently introduce tax planning services into my practice. It broke everything down into a clear, step-by-step process that made implementation easy and manageable. I especially appreciated the ready-to-use marketing materials, which saved me time and helped me communicate the value to my clients straight away. Most importantly, it gave me the confidence to start offering more advisory services and grow this side of my business. I’d highly recommend it to any accountant looking to take that next step.

– TERESA TIDBALL, Tidball Accountancy (2025)

The inaugural tax planning workshop coincided with the beginning of COVID restrictions in Australia (how long ago that seems now!). Amanda was able to adjust the content and present some great ideas for us in those very challenging times. Given that the ATO has just dumped a couple of bombshells into tax planning season this year, I will certainly be signing up for this workshop again.

– MAI PAULING, Pure Tax Accounting (2020 & 2023)